Filed August 24, 2023 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $65,783 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 16 · EIN 20-8874282 | Consulting | $65,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,937 | $215,169-62.8% | $105,754-24.4% | - |
| Participation rate | 99.7% | 66.0%+33.7pp | 78.9%+20.8pp | - |
| Annual return | 7.85% | 8.06%-0.2pp | 12.25%-4.4pp | - |
| Employer contribution / active EE | $5,381 | $1,713+214.1% | $4,079+31.9% | - |
| Participant deferral / active EE | $5,850 | $2,837+106.2% | $5,326+9.8% | - |
| Admin fee / account holder | $98 | $27,681-99.6% | $8,309-98.8% | - |